Role Summary

HIGHLIGHTS

Associate Actuary - Life Valuation role focused on Indexed Universal Life. You will perform PBR valuation, assumption setting and experience studies, report statutory/GAAP/tax reserves, and liaise with auditors and finance. Senior-level associate position based in Addison, TX (expected in-office four days/week).

JOB DESCRIPTION SUMMARY

Perform Principle-Based Reserves (PBR) valuation for Indexed Universal Life
Lead experience studies and recommend assumption updates
Produce statutory, GAAP (FAS97/FAS133) and tax reserve reporting
Work with actuarial modeling software (PolySystems, MG-ALFA, GGY-AXIS)
Onsite schedule: expected in-office four days per week (Mon–Thu)

DOMAIN EXPERTISE

Indexed Universal Life valuation
Principle-Based Reserves (PBR)
GAAP accounting (FAS97 and FAS133)
Statutory, GAAP, and tax reserve reporting
Experience studies and assumption setting

KEY REQUIREMENTS

FSA with ≥7 years life experience or Career ASA with ≥10 years life experience
Bachelor's degree in actuarial science, math, stats, economics or related
At least 5 years' actuarial modeling or valuation and financial reporting experience
Proficiency with PolySystems, MG-ALFA, GGY-AXIS (actuarial modeling software)
Experience with SQL, Databricks and Microsoft Access

TECH STACK

Access
Other_BI_Tool

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Role Summary

HIGHLIGHTS

JOB DESCRIPTION SUMMARY

Perform Principle-Based Reserves (PBR) valuation for Indexed Universal Life
Lead experience studies and recommend assumption updates
Produce statutory, GAAP (FAS97/FAS133) and tax reserve reporting
Work with actuarial modeling software (PolySystems, MG-ALFA, GGY-AXIS)
Onsite schedule: expected in-office four days per week (Mon–Thu)

DOMAIN EXPERTISE

Indexed Universal Life valuation
Principle-Based Reserves (PBR)
GAAP accounting (FAS97 and FAS133)
Statutory, GAAP, and tax reserve reporting
Experience studies and assumption setting

KEY REQUIREMENTS

FSA with ≥7 years life experience or Career ASA with ≥10 years life experience
Bachelor's degree in actuarial science, math, stats, economics or related
At least 5 years' actuarial modeling or valuation and financial reporting experience
Proficiency with PolySystems, MG-ALFA, GGY-AXIS (actuarial modeling software)
Experience with SQL, Databricks and Microsoft Access

TECH STACK

Access
Other_BI_Tool

Role Summary

HIGHLIGHTS

JOB DESCRIPTION SUMMARY

Perform Principle-Based Reserves (PBR) valuation for Indexed Universal Life
Lead experience studies and recommend assumption updates
Produce statutory, GAAP (FAS97/FAS133) and tax reserve reporting
Work with actuarial modeling software (PolySystems, MG-ALFA, GGY-AXIS)
Onsite schedule: expected in-office four days per week (Mon–Thu)

DOMAIN EXPERTISE

Indexed Universal Life valuation
Principle-Based Reserves (PBR)
GAAP accounting (FAS97 and FAS133)
Statutory, GAAP, and tax reserve reporting
Experience studies and assumption setting

KEY REQUIREMENTS

FSA with ≥7 years life experience or Career ASA with ≥10 years life experience
Bachelor's degree in actuarial science, math, stats, economics or related
At least 5 years' actuarial modeling or valuation and financial reporting experience
Proficiency with PolySystems, MG-ALFA, GGY-AXIS (actuarial modeling software)
Experience with SQL, Databricks and Microsoft Access